401(k) · DOL Form 5500 · 2023

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
30th
Percentile by assets National rank
$186,299
Avg per participant Above avg balance/head
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Official DOL plan name: Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan · Sponsored by Jeffrey D. Potter, D.D.S., Inc. · California · Healthcare & Social Assistance

$2M in assets, 10 participants

Jeffrey D. Potter, D.D.S., Inc.'s Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 30th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,946 in Healthcare & Social Assistance (17,684 peers)

Jeffrey D. Potter, D.D.S., Inc. multi-year trail

Jeffrey D. Potter, D.D.S., Inc.'s plans moved +71.3% in assets from 2022 to 2024; this filing shows Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan at $2M / 10 participants.

#4,946
in Healthcare & Social Assistance (17,684 peers)
+34.8%
assets growth YoY

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan among the smaller filed plans by assets

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,862,987 30th percentile higher than 30% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan reported net income rose from -$526K in the plan year 2022 filing to $481K in the plan year 2023 filing.
  • Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203517395 · Jeffrey D. Potter, D.D.S., Inc. PY 2023 · 401(k)

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan · $2M · 10 · 30th

  • IND $2M
  • EOY 10
  • 5500 30th
  • ASSETS 401(k)
  • PCT near Chief Executive Group 401(k) Profit Sharing Plan and Trust
  • EIN ind #4946

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan in the asset neighbourhood

Jeffrey D. Potter, D.D.S., Inc. 401(k) PlanJeffrey D. Potter, D.D.S., I…$2MChief Executive Group 401(k) Profit Sharing Plan and TrustChief Executive Group 401(k)…$2MAilsa Capital Management, Inc 401(k) Profit Sharing PlanAilsa Capital Management, In…$2MOscar Isberian Rugs 401(k) Retirement PlanOscar Isberian Rugs 401(k) R…$2MPeoples Food Co-Op, Inc. 401(k) PlanPeoples Food Co-Op, Inc. 401…$2M
End-of-year total assets ($M) among Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jeffrey D. Potter, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey D. Potter, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 71.32114877216038% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.38M $2.37M ▲ +71.7%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 10 $2M
2024 1 12 $2M

Jeffrey D. Potter, D.D.S., Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$481K
Employer EIN203517395
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan, Total assets ($B): 0.001862987 · Participants: 10Jeffrey D. Potter, D.D.S., Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan side-by-side with 3 peers →

Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chief Executive Group 401(k) Profit Sharing Plan and Trust in OR ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan assets move in 2023? ▼
Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan surged - up 34.8% during 2023, from $1M to $2M. Reported net income was $481K.
How have Jeffrey D. Potter, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey D. Potter, D.D.S., Inc.'s sponsor-wide assets grew 71.3%, from $1M to $2M.
Which 401(k) plans are similar in size to Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chief Executive Group 401(k) Profit Sharing Plan and Trust in OR ($2M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey D. Potter, D.D.S., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203517395.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.